Is the Model able to pull in Social Security information?

Joe Doherty

January 28, 2011 15:31

Is the Model able to automatically pull in Social Security information for a client?

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  Joe Doherty

  January 28, 2011 15:38

  Not automatically. You will need to know the amount of SS and manually input it for the client in the Other Income section. This only needs to be done once, no matter how many illustrations you run for the client.

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